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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,737 | $132,634-61.0% | $115,768-55.3% | $137,256-62.3% |
| Participation rate | 78.9% | 77.9%+1.1pp | 74.4%+4.6pp | 80.0%-1.0pp |
| Annual return | 17.59% | 160.70%-143.1pp | 100.46%-82.9pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,317 | $3,360-60.8% | $2,940-55.2% | $4,156-68.3% |
| Participant deferral / active EE | $1,848 | $5,619-67.1% | $4,917-62.4% | $6,407-71.2% |
| Admin fee / account holder | $1,124 | $15,028-92.5% | $12,439-91.0% | $12,270-90.8% |